Wealth Management

Disciplined Investments (DI) provides an integrated approach to investment and financial planning. Working with our clients’ other advisors, we help coordinate the investment, tax, estate, and insurance protection issues to simplify the needs of individuals, families and business owners.

Asset Management

In harmony with efficient markets and the latest academic research, Disciplined Investments avoids the speculative pursuits of investing by attending to the most significant determinants of portfolio returns: costs, tax efficiency, and asset class exposure. This uncommon approach requires discipline to make rational, as opposed to emotional, investment decisions. It also requires a commitment to educating our clients rather than convincing them of our superior investment foresight.

Our clients have access to a discriminating institutional fund family which espouses these same tenets. Dimensional Fund Advisors, founded in 1981, is operated by some of the nation’s most highly regarded financial economists. With more than $200 billion under management, Dimensional Fund Advisors is at the forefront of integrating academic research, investment strategies, and investor implementation.

Financial Planning & Consulting Services

Disciplined Investments offers a broad range of services to create comprehensive financial plans designed to meet our clients’ personal financial objectives. Working closely with investment advisors, attorneys and others, we coordinate all aspects of a client’s financial plan. Services and areas of concentration include:

Defined Contribution Plans

Executive Planning

Legacy Planning

Charitable & Planned Giving Strategies

Retirement Planning

Sudden Wealth

Social Security Planning

Insurance Consulting

Education Funding

Investment Advice/Education

Estate Planning

Income Tax Planning

Professional Fees

Disciplined Investments takes its fiduciary responsibility seriously. Without commission, referral or soft-dollar arrangements, we operate on a fee-only basis to ensure everyone’s interests are aligned with those of the client. And because each client is unique, every relationship is tailored to meet the client’s needs. Services range from hourly consulting to comprehensive wealth management.

To maintain our objectivity, Disciplined Investments is compensated directly by the client.